If you’re looking for a holiday gift—or even a birthday gift—for a financial advisor, or want to spend a little money on a client or a friend, here are some holiday gift ideas curated by ThinkAdvisor.
The gifts are affordable enough that you can get them for work associates, clients or just for a friend who’s an advisor or a broker or just a fan of Wall Street. The gifts are listed from lowest price to highest price, ranging from $15 to $425. Happy Holidays and Happy Bonus Season!
(On the other side of the gift spectrum: Top 10 Ridiculous Luxury Gifts: 2017)
What Your Peers Are Reading
1. NYSE Holiday Ornament
What better way for a financial professional to decorate a holiday tree than with a New York Stock Exchange ornament from the official NYSE gift store? It shows a hand-painted scene of the NYSE building, printed on a white ball. Ceramic ball is 3” in diameter. Ornament comes in a red fabric gift box. Price is discounted to $15.
2. Generational Approach to Investing
To get a better understanding of younger – and even older – clients, a book, “The Gen-Savvy Financial Advisor,” has been revised and updated. Written by Cam Marston, it discusses attitudes about investing along generational lines. Whole chapters are devoted to four generations: matures, baby boomers, generation Xers, and millennials. Price is $20.
3. Barbeque Apron for Financial Advisors
Wearing this barbeque apron makes it clear that you really are, “the world’s greatest financial advisor.” Made from heavy cotton twill, it measures 31″ long and 29″ wide to catch spills and splatters. It is machine washable in cold water, tumble dry on low. The apron is available in white, khaki and lemon. It sells for $23.99 on the CafePress website.
4. Different Voices, Diverse CEOs
Now in paperback, “The New CEOs: Women, African American, Latino, and Asian American Leaders of Fortune 500 Companies,” by Richard L. Zweigenhaft and G. William Domhoff at Rowman & Littlefield, looks at women and people of color leading Fortune 500 companies. Though there is room for improvement, the authors explore the factors that have helped these new CEOs achieve success and their impact on the business world and society more broadly. It sells for $34, paperback.
5. Talking More Openly About Finances
A new book, “Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly About Finances, and Live a Richer Life” by Kathleen Burns Kingsbury, a wealth psychology expert, examines the taboo of money – in her fifth book. She looks at perspectives from women, couples, parents, children and wealth advisors. She empowers her readers to live financially happier and healthier lives. The hardcover edition sells for $37.00.
(Read an interview with Kingsbury on ThinkAdvisor)